Doc.It Suite Overview

Docit-suite by IRIS efficiently manages accounting documents and workflows. Accounting firms benefit from enhanced organization and streamlined processes.

Use Cases

Customers recommend Workflow Management, Engaging And Following Up, Products & Pricelist Management, as the business use cases that they have been most satisfied with while using Doc.It Suite.

Other use cases:

  • Digital Signature
  • Document Sharing
  • Content Sharing
  • Trade Show Marketing
  • Sending & Publishing Communications
  • Contract Management
  • Lead Qualification: Technographic
See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Scale Best Practices are the most popular business priorities that customers and associates have achieved using Doc.It Suite.

Doc.It Suite Use-Cases and Business Priorities: Customer Satisfaction Data

Doc.It Suite works with different mediums / channels such as Offline. Phone Calls. Out Of Home etc.

Doc.It Suite's features include SEM, Calculator, and Recording. and Doc.It Suite support capabilities include Phone Support, 24/7 Support, Email Support, etc. also Doc.It Suite analytics capabilities include Custom Reports, and Analytics.

Reviews

"...With a few clicks of the mouse, I can have access to client information regardless of type of engagement or period to speak directly to with the client during a meeting or phone call...." Peer review by Andrew G., Partner

Doc.It Suite, Salesforce Revenue Cloud, Tacton CPQ software, Configure One, 3D Product Configurator, etc., all belong to a category of solutions that help Data Management Platform. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Doc.It Suite

Top Industries

  • Accounting

Popular in

  • Small Business
  • Mid Market
  • Enterprise

Doc.It Suite is popular in Accounting, and is widely used by Small Business, Mid Market, and Enterprise.

Comprehensive Insights on Doc.It Suite Use Cases

Why is Doc.It Suite the best choice for Workflow Management?

How efficiently Does Doc.It Suite manage your Engaging And Following Up?

What Are the key features of Doc.It Suite for Products & Pricelist Management?

What solutions does Doc.It Suite provide for Digital Signature?

12+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well Doc.It Suite solved their Data Management Platform needs. Cuspera uses 483 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Data Management Platform needs.

lightning

Peers used Doc.It Suite for workflow management and engaging and following up

Doc.It Suite Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

3.77/5 ★

Read Reviews (23)
Analytics

2.88/5 ★

Read Reviews (1)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

3.77/5 ★

Read Reviews (23)
Analytics

2.88/5 ★

Read Reviews (1)

Software Failure Risk Guidance

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for Doc.It Suite

Overall Risk Meter

Low Medium High

Top Failure Risks for Doc.It Suite

Doc.It Profile

Company Name

Doc.It

Company Website

https://www.doc-it.com/

HQ Location

1425 Cormorant Drive, Suite 201, Ancaster ON L9G 4V5

Employees

11-50

Social

Financials

PRIVATE